Fields and Build Panel
The Fields and Build panel is the primary data-binding interface in the Output Designer. The left portion lists all blueprint sections and their available fields. The right portion (the Build panel) shows the component-specific binding slots — called wells — for the currently selected component. Dragging a field from the section list into a well binds that data dimension to the component.
Panel structure​
Section list (left)​
All reporting sections exposed by the blueprint are shown in a collapsible tree. Expand a section to see its available fields. Fields are typed: Text (T), Number (N), Date (D), Boolean (B), or Calculated (fx).
Build panel (right)​
Shows the wells specific to the selected component type. Wells are labelled by their role (e.g., "Category", "Value", "Series", "Start date"). Some wells are required (marked with an asterisk); others are optional.
Well types per component​
| Component | Wells |
|---|---|
| Table | Columns (one or many fields), Sort field, Group by field (up to 3) |
| Matrix | Row group (up to 3), Column group (1–2), Value field |
| Chart (bar/line/area) | Category or Date, Value (one or many), Series (optional), Tooltip fields |
| Pie / Donut | Category, Value, Tooltip fields |
| Scatter | X axis field, Y axis field, Series (optional), Label field |
| Bubble | X axis, Y axis, Size field, Series, Label |
| KPI Card (single) | Metric field, Comparison field (optional), Sparkline period + value |
| KPI Card (multi) | Category field, Value field, Sort field |
| Gantt | Activity label, Start, Finish, Baseline start, Baseline finish, Progress, Status |
| Cash flow curve | Period, Baseline value, Actual value, Forecast value |
| Earned value | Period, PV, EV, AC, BAC |
| Resource profile | Period, Value, Group by (optional), Capacity (optional) |
| Waterfall | Label, Value, Step type |
| Treemap | Category, Value, Parent (optional), Color field |
| Funnel | Stage label, Value |
| Decomposition tree | Root metric, Decomposition fields (ordered list) |
| Box plot | Category, Value, Series (optional) |
| Scatter-Bubble | X, Y, Size (bubble only), Series, Label |
| MTA | Milestone, Period, Forecast date, Baseline date |
| Map | Latitude, Longitude, Label, Color/status, Size |
| Slicer | Field (the dimension to filter on) |
| Subreport | (No fields — uses parameter mapping instead) |
Aggregation options​
For numeric fields dropped into value wells, set the aggregation in the well settings:
| Aggregation | Description |
|---|---|
| Sum | Total all values. The default for cost, hours, and count fields. |
| Average | Mean value across rows. |
| Count | Number of rows. |
| Count distinct | Number of unique values. |
| Min | Smallest value. |
| Max | Largest value. |
| First | First value in sort order. |
| Last | Last value in sort order. |
| Custom expression | Enter a formula referencing other fields (see Calculated fields). |
Aggregation is applied per component well, so the same field can be summed in one well and averaged in another.
Calculated field binding​
Calculated fields appear in the field list with an fx type badge. They behave identically to regular fields in binding — drag them into wells like any other field. Calculated fields are evaluated per row before aggregation.
To create a new calculated field, click + Calculated field at the bottom of the field list panel. See Parameters and Calculated Fields for full expression syntax.
Field binding workflow​
- Select a component on the canvas.
- In the Build panel, identify which wells are required for the component type.
- Expand the relevant blueprint section in the field list.
- Drag a field into the required well (or click the well and select a field from the picker).
- Set the aggregation function for numeric wells.
- Click Preview to see the component render against the active edition's data.
- Adjust field selection, aggregation, or sort order as needed.
Common binding patterns​
| Pattern | Components | Typical fields |
|---|---|---|
| Detail records | Table, list | Many fields from one section. |
| Category and value | Bar chart, pie, funnel, treemap | Label field + numeric value field. |
| Time series | Line chart, cash flow, S-curve | Date/period field + value field(s). |
| Metric and target | KPI card, gauge, progress bar | Metric field + optional target field. |
| Schedule visual | Gantt, resource profile, EV | Activity, dates, progress, cost fields. |
| Cross-tab | Matrix | Row group + column group + value field. |
Related​
- Format Panel — styling the bound component
- Filters Panel — narrowing which rows reach the component
- Parameters and Calculated Fields — derived and runtime-selected values